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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,364 | $183,539-88.4% | $155,556-86.3% | $145,897-85.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.48% | 61.31%-47.8pp | 64.84%-51.4pp | 552.29%-538.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,652 | $6,467+33.8% | $5,631+53.7% | $6,689+29.3% |
| Admin fee / account holder | $530 | $19,275-97.3% | $15,885-96.7% | $13,390-96.0% |